New Challenges, New Opportunities
Investors face a new set of challenges as 2022 begins. US inflation is at its highest level in 40 years. China appears ready to tolerate slower growth today in exchange for a more resilient economy tomorrow. Risk asset valuations remain elevated and, despite a recent increase, interest rates remain near historic lows. Navigating this environment successfully will require skill and close attention to market dynamics. But we believe compelling opportunities exist. We invite you to explore our key themes of 2022 and the potential sources of attractive returns they could create.
Explore the Themes